Credit & Collections Representative
HybridLenexa, Kansas, United States
Job Summary
Investigate customer credit applications, verify financial status, and recommend approval or rejection based on department policy. Establish credit limits and terms, collect documentation, and proactively contact customers regarding past-due balances to minimize delinquency. Process payments via lockbox, ACH, wire, and credit card, then reconcile accounts to resolve discrepancies and apply cash. Develop collection strategies and payment plans for delinquent accounts while utilizing Excel and ERP systems to analyze trends and support audit requests. Assist with month-end reconciliations and provide backup coverage for departmental functions.
Required Qualifications
- 2 to 3 years of business-to-business collections, accounts receivable, cash application, or accounting-related experience
- Strong accounting background with an understanding of accounts receivable, cash posting, reconciliations, deductions, credits, debits, and customer account resolution
- Microsoft Word and Outlook experience required
- Experience with ERP systems, accounting software, supplier portals, and credit card processing
- Excellent written and verbal communication skills
- Outstanding organizational skills with the ability to prioritize daily workflow, manage follow-up items, and meet deadlines
- Result driven negotiation abilities, complex problem solving, judgment, decision making, and critical thinking
- Good business and financial acumen with the ability to understand customer account risk and receivable impact
- 1 to 2 years related experience and/or training; or equivalent combination of education and experience
Desired Qualifications
- English/Spanish bilingual skills preferred
- Advanced Microsoft Excel skills preferred, including the ability to organize, analyze, reconcile, and summarize account data accurately
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